Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | TRUSTEE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | 52-1743645 | — | AUDITOR | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MERCER ACTIVE INTERMED. CRED. FIXED MERCER TRUST COMPANY · EIN 85-2621954 / PN 048 | Common Collective Trust | — | $26.3M | $27.5M | 24.7% | |
| MERCER ACTIVE LONG CORP. FIXED INC. MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $26.5M | $26.8M | 24.1% | |
| STATE STREET INTERM. US GOVT. BOND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-6928347 / PN 001 | Common Collective Trust | — | $18.2M | $18.8M | 16.8% | |
| MERCER LONG DURATION PASSIVE FIXED MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $13.7M | $13.5M | 12.1% | |
| MERCER US LARGE CAP PASSIVE EQUITY MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $7.9M | $9.1M | 8.1% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $5.4M | $5.6M | 5.0% | |
| MERCER NON-US CORE EQUITY MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $4.0M | $4.0M | 3.6% | |
| Federated Heremes US Treasury Cash Reserve Fund Interest bearing cash | U.S. Treasuries | — | $3.0M | $3.0M | 2.7% | |
| MERCER EMERGING MARKETS EQUITY MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $1.7M | $1.8M | 1.6% | |
| MERCER US SMALL/MIDCAP EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $1.3M | $1.4M | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOOMERSHINE CONSULTING GROUP LLC | 20-8714603 | — | ACTUARY | $113K | — |
